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At HoyleCohen, we welcome an educated client. The more you know, the more you will be able to take advantage of our tailored process and capabilities.
The HoyleCohen Wealth Management blog, covers a wide range of topics designed to broaden your understanding of important financial matters. It also touches upon a variety of “life” topics to remind us all that wealth is not just about the money – it’s what we do with it that really counts.
Investing After The Election
As investors move forward and leave behind whatever emotional response the election triggered, we believe that it is important to base our investment decisions on economic and market fundamentals. As it happens, the economy remains resilient, company earnings are growing, and the Fed has begun readjusting rates downward towards their estimation of the neutral rate. In our view, irrational investor behavior is more dangerous to the success of a financial plan than short-term market performance, and we recommend fighting the urge to react after events happen. While most politicians would not like to admit it, markets tend to advance in spite of political events, rather than because of them.
Tax Loss Harvesting: An Overview and Its Benefits
Tax loss harvesting can be a valuable tool for managing taxable income and improving after-tax returns. By strategically realizing losses and offsetting gains, investors can enhance their financial outcomes while maintaining or adjusting their investment strategies.
2024 End of Year Financial Planning Checklist
As 2024 comes to a close, check out these Financial Planning End-of-Year tips to help position you for success in 2025 and beyond!
HoyleCohen is again ranked among the “Best Places to Work in San Diego” by SDBJ
September 14, 2023 – San Diego, CA – HoyleCohen, LLC has been awarded a Top Workplaces 2023 honor by the San Diego Business Journal for the eighth year in a row.
Q3 2024 Market & Economic Review & Commentary
Check out the Q3 2024 Market & Economic review highlighting the U.S. economy’s transition to lower inflation and interest rates, labor market shifts, and global factors likely to influence future economic activity.
Webinar Recording: Medicare Made Clear 2024
Check out the full recording of our recent Medicare Made Clear Webinar hosted by Diane Sampson. She covered a bevy of topics including eligibility criteria, enrollment timelines, coverage options, Medicare Supplement vs. Medicare Advantage plans, and upcoming changes to Part D.
What Makes a Company a Decent Investment?
Sometimes seemingly good companies may not be such great investments. In this video factors that can affect the real, current and future value of a company are discussed. Check it out!
Markets and Valuations Differences
What is valuation? Why do some companies trade at 5x PE ratio and some trade at 50? How do analysts produce earnings expectations? This short article dives into some of the factors that affect the valuation of companies and how the market indexes are composed.
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